Model Marketplace

Personalize Strategies with Independent Insight

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See It In Action

Gather in-depth insight and analyze models with the full extent of Morningstar’s holdings database and analytics. Scale your business with Model Marketplace by customizing models and automating management, rebalancing, and trade execution processes in one connected platform.

How It Works

Leverage Our Data and Research

Examine models with our unique depth of insight on asset managers, strategies, and holdings data.

Consolidate Your Workflow

Automate the management, rebalancing, and trade execution of portfolios with Total Rebalance Expert.

Maintain Discretion

Retain full control of model research, screening, and selection.

Reclaim Your Time

Subscribe to and customize models from third-party asset managers.

Show Your Value

Personalize strategies and recommendations to best meet clients’ needs.

webinar

Personalizing Strategies at Scale with Model Marketplace

Watch our on-demand webinar to learn how you can examine, select, and customize models with our unique depth of insight on asset managers, strategies, and holdings data with Model Marketplace and Morningstar Office.SM

How You Can Get It

Get Model Marketplace through Morningstar Office, a web-based portfolio management software for advisors.

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Morningstar OfficeSM

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